SERVICES

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COMPREHENSIVE

PLANNING

Full financial planning services including debt management, insurance, education, investments, retirement, tax and estate planning

From:

$99/mo.

Schedule
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PROJECT BASED

PLANNING

Perfect for those who are looking for one-time advice.

From:

$399

Schedule
Business Person Present To Professional

HOURLY

PLANNING

For those with small planning needs that will take less than 10 hours.

From:

$125/hour

Schedule
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INVESTMENT

MANAGEMENT

Oversight and management of invested assets to ensure a diversified and risk appropriate portfolio engineered to meet investors objectives.

.50% of assets

Schedule
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COLLEGE

PLANNING

Work with families to identify schools that are a good financial fit, including assessment of need based and merit aid through determining how to pay.  

$1200

Schedule

© 2019 by 7th Street Financial

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7th St. Financial Inc. (“7th St. Financial”) is a registered investment adviser offering advisory services in the State of Minnesota and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by 7th St. Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of 7th St. Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.